How to get Freshsales invoices

On the self-serve billing portal

Freshworks has opened a self-serve billing portal to Freshsales customers, starting with a selected group. It lives in the Neo Admin Center under Freshsales Admin, Billing Settings, Plans and Billing. Invoices can be opened there at any time, and a copy is emailed to the billing email ID. Admins who were given access received an email from Team Freshworks or their account manager.

Paying by bank transfer or other offline methods

Accounts that pay offline use the My Subscriptions page:

• The Invoices tab lists each invoice with its status and amount, and lets you download it.
• The Addresses tab is where you edit the billing address and tax ID that appear on invoices.

Downgrades, fewer licences, removed add-ons, a new billing frequency and phone credit purchases are not done online on this setup. Email billing@freshworks.com for those.

Phone credit invoices

Admins buy phone credits from Admin Settings, Account Settings, Plan and Billing. Inbound calls, outbound calls and phone number purchases appear as separate lines on the billing page and the invoice. On a trial account, ask billing@freshworks.com for the invoice. For an offline recharge, email crm-support@freshworks.com with the amount and the billing team generates the invoice with you.

If you cannot see billing

Non-admin users do not see the billing pages. Ask an account admin, or write to billing@freshworks.com for an invoice copy or a change to the address printed on it.

Freshsales invoices collected for you

The copy Freshworks sends to the billing email is the easiest one to catch: make that address a mailbox email receipt capture reads and each invoice copy is filed as it comes in. Where an invoice only sits on the portal or the Invoices tab, connect an admin login and our AI agent signs in and downloads it through bill fetching. When a team lead tops up phone credits on a personal card, the invoice goes on an expense report for reimbursement.